Patentable/Patents/US-8478671
US-8478671

Method and system for community-based tax deduction advice

PublishedJuly 2, 2013
Assigneenot available in USPTO data we have
Inventorsnot available in USPTO data we have
Technical Abstract

A method for community-based tax deduction advice involves displaying a suggestion input control in a networked tax preparation application, obtaining tax deduction suggestions from taxpayers using the suggestion input control, and displaying a live feed of tax deduction suggestions to a user of the networked tax preparation application.

Patent Claims
16 claims

Legal claims defining the scope of protection. Each claim is shown in both the original legal language and a plain English translation.

Claim 1

Original Legal Text

1. A method for generating community-based tax deduction advice, comprising: obtaining, by a computer processor, a plurality of tax deduction suggestions from a community of taxpayers using a networked tax preparation application; determining a tax concern of a user of the networked tax preparation application; assigning a plurality of weights to the plurality of tax deduction suggestions based on frequencies of each of the plurality of tax deduction suggestions; filtering, based on the tax concern, the plurality of tax deduction suggestions to generate a subset of the plurality of tax deduction suggestions; generating a live feed word cloud of a text portion of the subset of the plurality of tax deduction suggestions, wherein the text portion is updated based on the tax concern of the user; displaying, by the computer processor and to the user in a graphical user interface (GUI) window of the networked tax preparation application, the live feed word cloud of the text portion of the subset comprising a plurality of font styles and a plurality of sizes, wherein the plurality of font styles and the plurality of sizes vary based on the plurality of weights; and receiving, using the networked tax preparation application and in the GUI window where the live feed word cloud corresponding to the tax concern is viewed by the user, an input from the user claiming a tax deduction.

Plain English Translation

A method for suggesting tax deductions utilizes a computer system to collect deduction ideas from a community of taxpayers through a tax preparation application. The system identifies a user's tax concern and ranks the collected suggestions based on frequency. It filters the suggestions based on the user's specific tax concern and displays a dynamically updated word cloud in the application's GUI. Font sizes and styles in the word cloud reflect the popularity (weight) of each suggestion. The user can then select a suggested deduction directly from the word cloud within the application.

Claim 2

Original Legal Text

2. The method of claim 1 , wherein determining the concern comprises determining a current screen of the networked tax preparation application.

Plain English Translation

The method for suggesting tax deductions, as described above, determines the user's tax concern by identifying the user's current screen within the tax preparation application. This allows the system to provide contextually relevant deduction suggestions related to the specific tax form or section the user is currently working on. For example, if the user is on the screen for claiming educational expenses, the word cloud will prioritize deductions related to tuition, books, and student loan interest.

Claim 3

Original Legal Text

3. The method of claim 1 , wherein determining the tax concern comprises evaluating tax-related input obtained from the user.

Plain English Translation

The method for suggesting tax deductions, as described above, determines the user's tax concern by analyzing tax-related information provided by the user within the tax preparation application. The system analyzes the values entered into different fields, as well as explicit keywords, to infer the user's current tax situation and tailor the deduction suggestions accordingly. For example, if the user enters a specific amount for charitable donations, the system will focus on deduction ideas associated with charitable contributions.

Claim 4

Original Legal Text

4. The method of claim 1 , further comprising: displaying an advertisement for the networked tax preparation application, wherein the advertisement comprises the live feed word cloud.

Plain English Translation

The method for suggesting tax deductions, as described above, further includes displaying an advertisement for the tax preparation application that features the dynamically updated word cloud of tax deductions. This acts as a promotional element showcasing the application's community-based suggestion feature. The advertisement visually presents available tax deductions to attract new users.

Claim 5

Original Legal Text

5. The method of claim 1 , further comprising: normalizing the plurality of tax deduction suggestions to reduce naming inconsistencies before displaying the live feed word cloud.

Plain English Translation

The method for suggesting tax deductions, as described above, includes normalizing the tax deduction suggestions before displaying the word cloud. This process standardizes the naming conventions of similar deductions to reduce inconsistencies, for example grouping "medical expenses," "healthcare costs," and "doctor visits" under a single standardized term. This improves the clarity and relevance of the word cloud by preventing the same deduction from appearing multiple times with slightly different names.

Claim 6

Original Legal Text

6. The method of claim 1 , further comprising: generating a live feed scrolling list of the text portion of the subset of the plurality of tax deduction suggestions, wherein the text portion is updated based on the concern; and displaying, using the computer processor and for the user of the networked tax preparation application, the live feed scrolling list.

Plain English Translation

The method for suggesting tax deductions, as described above, also presents the tax deduction suggestions as a live, scrolling list, in addition to the word cloud. The list shows the same filtered and updated text snippets of tax deductions based on the user's tax concern as the word cloud. This offers an alternative display format for the suggestions.

Claim 7

Original Legal Text

7. A system for generating community-based tax deduction advice, comprising: a computer processor; a networked tax preparation application executing on the computer processor and configured to: obtain a plurality of tax deduction suggestions from a community of taxpayers; and a feed generator executing on the computer processor and configured to: determine a tax concern of a user of the networked tax preparation application; assign a plurality of weights to the plurality of tax deduction suggestions based on frequencies of each of the plurality of tax deduction suggestions; filter, based on the tax concern of the user, the plurality of tax deduction suggestions to generate a subset of the plurality of tax deduction suggestions; generate a live feed word cloud of a text portion of the subset of the plurality of tax deduction suggestions, wherein the text portion is updated based on the tax concern; and display, to the user in a graphical user interface (GUI) window of the networked tax preparation application, the live feed word cloud of the text portion of the subset comprising a plurality of font styles and a plurality of sizes, wherein the plurality of font styles and the plurality of sizes vary based on the plurality of weights, wherein the network tax preparation application is further configured to receive, in the GUI window where the live feed word cloud corresponding to the tax concern is viewed by the user, an input from the user claiming a tax deduction.

Plain English Translation

A tax deduction suggestion system includes a computer processor and a tax preparation application designed to collect tax deduction suggestions from a community of users. A feed generator determines a user's current tax concern, then assigns weights to the collected suggestions based on their frequency. It filters the suggestions based on the user's concern and generates a live, dynamically updating word cloud. The word cloud, displayed within the tax application's GUI, uses varying font sizes and styles to indicate the popularity of each suggestion. The user can select a tax deduction directly from the word cloud within the GUI to claim it.

Claim 8

Original Legal Text

8. The system of claim 7 , wherein the feed generator is further configured to determine the tax concern by determining a current screen of the networked tax preparation application.

Plain English Translation

In the tax deduction suggestion system described above, the feed generator determines the user's tax concern by identifying the current screen the user is viewing in the tax preparation application. The system uses this context to tailor the suggested tax deductions to the specific section or form the user is currently working on.

Claim 9

Original Legal Text

9. The system of claim 7 , wherein the feed generator is further configured to determine the tax concern by evaluating tax-related input obtained from the user.

Plain English Translation

In the tax deduction suggestion system described above, the feed generator determines the user's tax concern by analyzing the tax-related information the user has entered into the tax preparation application. This allows the system to infer the user's tax situation and provide more relevant deduction suggestions based on their inputs.

Claim 10

Original Legal Text

10. The system of claim 7 , wherein the feed generator is further configured to: generate an advertisement for the networked tax preparation application, wherein the advertisement comprises the live feed word cloud.

Plain English Translation

In the tax deduction suggestion system described above, the feed generator creates an advertisement for the tax preparation application, showcasing the live, dynamically updated word cloud of tax deductions. This promotes the community-based feature of the tax application.

Claim 11

Original Legal Text

11. The system of claim 7 , wherein at least one selected from a group consisting of the networked tax preparation application and the feed generator is further configured to: normalize the plurality of tax deduction suggestions to reduce naming inconsistencies before displaying the live feed word cloud.

Plain English Translation

In the tax deduction suggestion system described above, either the tax preparation application or the feed generator normalizes the tax deduction suggestions to reduce naming inconsistencies before the word cloud is displayed. This ensures that similar deductions are grouped under a common term, improving clarity and preventing redundant suggestions.

Claim 12

Original Legal Text

12. The system of claim 7 , wherein the feed generator is further configured to: generate a live feed scrolling list of the text portion of the subset of the plurality of tax deduction suggestions, wherein the text portion is updated based on the tax concern; and display, for the user of the networked tax preparation application, the live feed scrolling list.

Plain English Translation

In the tax deduction suggestion system described above, the feed generator creates a live, scrolling list of tax deduction suggestions, in addition to the word cloud. This provides an alternative format for displaying the filtered and updated suggestions.

Claim 13

Original Legal Text

13. The system of claim 7 , wherein the networked tax preparation application is further configured to: display a suggestion input control configured to obtain the plurality of tax deduction suggestions from the community of taxpayers.

Plain English Translation

In the tax deduction suggestion system described above, the tax preparation application includes a suggestion input control that allows users to submit their own tax deduction ideas to the community. This control allows collecting the plurality of tax deduction suggestions from the community of taxpayers.

Claim 14

Original Legal Text

14. The system of claim 13 , wherein the suggestion input control comprises an auto-complete feature for reducing naming inconsistencies when obtaining the plurality of tax deduction suggestions.

Plain English Translation

In the tax deduction suggestion system described above, the suggestion input control includes an auto-complete feature to reduce naming inconsistencies when users submit tax deduction suggestions. This helps standardize the terminology used for different deductions, improving the overall quality and accuracy of the suggestions.

Claim 15

Original Legal Text

15. The system of claim 13 , wherein the networked tax preparation application is further configured to: display a feed customization control configured to obtain a user preference associated with the live feed word cloud, wherein the live feed word cloud is customized based on the user preference.

Plain English Translation

In the tax deduction suggestion system described above, the tax preparation application includes a feed customization control that allows the user to specify preferences for how the word cloud is displayed. The word cloud can then be tailored to the user's preferences, allowing for personalization.

Claim 16

Original Legal Text

16. A non-transitory computer-readable storage medium storing instructions for generating community-based tax deduction advice, the instructions executable on a processor and comprising functionality to: obtain a plurality of tax deduction suggestions from a community of taxpayers using a networked tax preparation application; determine a tax concern of a user of the networked tax preparation application; assign a plurality of weights to the plurality of tax deduction suggestions based on frequencies of each of the plurality of tax deduction suggestions; filter, based on the tax concern of the user, the plurality of tax deduction suggestions to generate a subset of the plurality of tax deduction suggestions; generate a live feed word cloud of a text portion of the subset of the plurality of tax deduction suggestions, wherein the text portion is updated based on the tax concern of the user; display, to the user in a graphical user interface (GUI) window of the networked tax preparation application, the live feed word cloud of the text portion of the subset comprising a plurality of font styles and a plurality of sizes, wherein the plurality of font styles and the plurality of sizes vary based on the plurality of weights; and receive, using the networked tax preparation application and in the GUI window where the live feed word cloud corresponding to the tax concern is viewed by the user, an input from the user claiming a tax deduction.

Plain English Translation

A computer-readable storage medium holds instructions that, when executed, implement a method for generating community-based tax deduction suggestions. The instructions cause the system to collect tax deduction ideas from users via a tax preparation app, determine the user's tax concern, assign weights based on suggestion frequency, filter suggestions based on the user's concern, and create a dynamically updated word cloud. Font sizes and styles in the word cloud reflect the popularity of each suggestion. The user can select a suggested deduction directly from the word cloud within the app to claim the tax deduction.

Classification Codes (CPC)

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Patent Metadata

Filing Date

September 11, 2008

Publication Date

July 2, 2013

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